Who We Are

Work with an experienced ally who strives to support you every step of your journey.

Going the extra mile for

Your retirement marathon.

At Wealth Solutions, we take a relationship-first approach to financial planning. How? By fostering genuine connections with our valued clients. Trust and open communication are cornerstones of long-lasting relationships and successful financial plans, and we’ll work tirelessly to achieve both — so you can begin life’s most rewarding odyssey with confidence.


Richard Blair

Chief Investment Officer

With a mother, grandmother and wife who were all teachers, Richard Blair witnessed firsthand how education can help one’s knowledge and confidence grow. Combined with his aptitude for finance, he realized he could help people optimize and better understand their financial plans and investments.

Richard is a financial professional who can offer both insurance and investment products and services. He founded his own independent firm, Wealth Solutions, in 1994 to provide personalized and professional advice to his clients and make a significant and positive difference in the lives of individuals, families and small business owners. Over the years, Richard has honed his knowledge of financial planning and specializes in helping clients bridge the gap between planning for and living in retirement. He is recognized as a Retirement Income Certified Professional® (RICP®).

Outside of the office, Richard spends his time with his wife, Joanne, and their three children. He enjoys outside activities, exercising, cheering on his kids at their sports events and taking family vacations.

Karen Mosich

Executive Assistant

Vashanti Mehta

Director of Operations

Scroll to Top
Call Now Button